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jfo496
Aug 1, 2018
Focus on Defensive sectors
In our early June contribution, we warned of turning to negative too quickly. At the time, we expected a rally between mid June and late...
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jfo496
Jun 1, 2018
From early/mid June, Equity markets should push up one last time into the Summer!
The environment has been challenging for equity markets since the beginning of the year. Very few indeed have for now fully recovered...
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jfo496
May 3, 2018
Late cycle dynamics – one last push up on risk assets, and then reduce your risk
While Yields and Commodities are accelerating up, Equities are struggling. Such cross asset developments, especially following the recent...
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jfo496
May 1, 2018
Flight to quality – Where’s the best place to hide?
One thing we can say about the early February financial assets sell-off is that it was difficult to find any place to hide. Equities...
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jfo496
Apr 2, 2018
“Buying the Dip” on Equity Indexes, still a risky proposition at least until late April
Equity markets have just started Q2 with a new sell-off, on the back of new tariffs being slapped up on a number of US Food and Commodity...
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jfo496
Oct 4, 2017
Expect a rebound on equities in September and further weakness into October
The current August market correction is probably coming to an end over the next week or so. We see it as a potential by the dips...
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jfo496
Aug 2, 2017
Risk Assets could see a Dip in August and it should be bought
We expect some consolidation into August for Equities. Indeed, Risk/Reward seems momentarily stretched on the S&P500 Index, while the...
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jfo496
Jul 3, 2017
Summer rotation expected as Growth and Defensives handover to Cyclicals and Financials
Since reflation trades topped out between December and February, Cyclical sectors and Financials have underperformed. During this...
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jfo496
Apr 6, 2017
UBS et Crédit Suisse au coude à coude
Le deux grandes banques sont à nouveau au coude à coude. Leurs cours oscillent sous la barre des CHF 16 depuis deux mois (entre 15 et 16...
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jfo496
Feb 2, 2017
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